Magnus Financial Group’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
2,074
+5
| +0.2% | +$634 | 0.02% | 321 |
|
|
2025
Q1 | $238K | Buy |
2,069
+67
| +3% | +$7.7K | 0.02% | 318 |
|
|
2024
Q4 | $243K | Buy |
2,002
+6
| +0.3% | +$730 | 0.02% | 307 |
|
|
2024
Q3 | $240K | Buy |
1,996
+7
| +0.4% | +$843 | 0.02% | 297 |
|
|
2024
Q2 | $223K | Buy |
1,989
+5
| +0.3% | +$562 | 0.03% | 292 |
|
|
2024
Q1 | $217K | Buy |
+1,984
| New | +$217K | 0.03% | 299 |
|